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2023 Lipper Fund Awards

Dynamic Funds honoured to be recognized at the 2023 Refinitiv Lipper Fund Awards

Dynamic Funds is pleased to announce it has been recognized with 8 individual 2023 Refinitiv Lipper awards across 6 categories. These awards are granted to investment solutions “that have excelled in delivering consistently strong risk-adjusted performance relative to their peers,” according to Refinitiv Lipper.

"We are honoured to be recognized at the Refinitiv Lipper Fund Awards again this year across a range of categories, and see both our mutual funds and Active ETFs represented,” says Mark Brisley, Managing Director, Dynamic Funds. “Congratulations to our investment management teams for this impressive achievement, as we uphold our mission to provide leading and legitimately active solutions to our clients.”

The winning individual Funds and ETFs for the following periods ending July 31, 2023, are:

2023 Refinitiv Lipper Fund Awards
Mutual Fund/ETF name Category Period recognized Portfolio Manager(s) Fund count
Mutual Funds
Dynamic Active Credit Strategies Private Pool Multi-Sector Fixed Income 5 years Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas 34
Dynamic Canadian Dividend Fund Canadian Dividend & Income Equity 5 years Don Simpson, Eric Mencke. Rory Ronan 58
Dynamic Global Real Estate Fund Real Estate Equity 10 years Tom Dicker, Maria Benavente. Oscar Belaiche 12
Dynamic Precious Metals Fund Precious Metals Equity 10 years Robert Cohen, Nawojka Wachowiak 11
Dynamic Preferred Yield Class Preferred Share Fixed Income 3 years Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas 12
Active ETFs
Dynamic Active Investment Grade Floating Rate ETF Canadian Short Term Fixed Income 3 years Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas 40
Dynamic Active Investment Grade Floating Rate ETF Canadian Short Term Fixed Income 5 years Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas 30
Dynamic Active Preferred Shares ETF Preferred Shares Fixed Income 5 years Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas 13

Performance for Dynamic Preferred Yield Class, Series F, for the period ended October 31st, 2023 is as follows: -3.09% (1 year), 5.39% (3 year), 1.27% (5 year) and 2.28% since inception (April 2013) The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2023 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).

Performance for Dynamic Canadian Dividend Fund, Series F, for the period ended October 31st, 2023 is as follows: 0.69% (1 year), 13.04% (3 year), 9.22% (5 year) and 7.41% since inception (April 2002) The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2023 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).

Performance for Dynamic Active Credit Strategies Private Pool, Series F, for the period ended October 31st, 2023 is as follows: 4.17% (1 year), 0.96% (3 year), 1.94% (5 year) and 1.95% since inception (June 2014) The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2023 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).

Performance for Dynamic Precious Metals Fund, Series F, for the period ended October 31st, 2023 is as follows: 15.42% (1 year), -7.46% (3 year), 12.33% (5 year) and 4.78% since inception (January 2007) The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2023 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).

Performance for Dynamic Global Real Estate Fund, Series F, for the period ended October 31st, 2023 is as follows: -4.92% (1 year), 1.17% (3 year), 2.42% (5 year) and 4.70% since inception (November 1996) The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2023 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).

Performance for Dynamic Active Investment Grade Floating Rate ETF for the period ended October 31st, 2023 is as follows: 6.50% (1 year), 2.30% (3 year), 2.60% (5 year) and 2.40% since inception (March 2018) The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2023 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).

Performance for Dynamic Active Preferred Shares ETF for the period ended October 31st, 2023 is as follows: -3.10% (1 year), 5.40% (3 year), 1.10% (5 year) and 2.20% since inception (January 2017) The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2023 are as follows: 5 (3 years), 5 (5 years), 5 (10 years).

 

About the Refinitiv Lipper Fund Awards

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Lipper Leader ratings are subject to change every month. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments, including ETFs. Please read the prospectus before investing.  Mutual funds and ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.